Achieving financial security and peace of mind through financial planning.

Mosaic Financial Group team photo

We are the trusted advisor team to retirees and their families, those with family legacy needs, closely held business owners, and those who aspire to retirement. We enjoy helping those we serve to put all the pieces of their financial planning together so that they can have clarity and peace of mind regarding their total financial picture. We take pride in building personal, trusting, high service relationships that last over multiple generations.

Milwaukee photo